Overview
Overview
To understand how UniRes works as a complete concept is very important to both the user and the person setting up UniRes for the first time. We won't go into the details of how to use UniRes, as this is extensively covered in this help system.
Firstly, UniRes consists of many screens or windows used for inputting data and displaying data. Only a few screens are used to produce the end results you require...
To be able to make a booking
Charge for site fees, items, extra persons etc
Produce a receipt or store a charge.
Many other File Maintenance screens are provided to set up UniRes.
To understand UniRes completely takes time, so we'll give you a quick overview of UniRes with reference to the Files used in UniRes.
The Main Data Files
Your main data files are the Booking File and Transaction File. These two files store the changing information you enter when you make a booking and charge for site fees etc.
The Account
In UniRes, when you make a booking, it becomes the "Account". The Tenant becomes the Debtor, a term used in accounting circles for persons who owe you money (even if they don't owe you anything! If their account is in credit (you owe them money), they are creditors.)
Transactions
The Transactions File stores all the transactions for all the debtors (tenants). The Booking Number, a unique number generated automatically for every booking, is used to keep the transactions belonging to a particular booking discreet from other bookings (accounts).
You can think of the Booking Number as an Account Number, but we do not use the term "Account Number" in UniRes.
All the "other" files in UniRes are used as reference files.
The Other Files
Other files are needed by UniRes and are used as a "Static" reference, so UniRes knows how to organize your data, calculate values and display information relating you your requests.
All the Other Files are rarely changed by you, the user, once UniRes has been set up.
The main "Other Files" are ...
A Company File
A Tax Setup File
A System File
A Site Types File
A Site Numbering File
A Site Rates File
The Company File
As you will have noticed, UniRes comes with two companies, a Sample Company and a Your Company company. Each company has a set of data files like the ones described previously and each company "set" of files, is completely independently of any other company.
To let UniRes know about the companies and to be able to pick a company to work with when you start UniRes, we need a Company file. So the Company File holds information about where the company "lives" on your hard disk drive.
Notes about the Company File/Sets
The name of the Company in the Company file does NOT have to be the same as the name you choose to have printed on reports, receipts etc.
Company files "sets" must be stored in their own folder. One company per folder.
Company files "sets" can be stored on any disk drive anywhere over a network or on its local computer.
The number of company files sets, is only limited by the disk storage capacity.
Only one company file set can be open at a time on a single computer.
Tax Setup File
The Tax File has one record per tax type and just holds the definitions and values of the current GST, CONS and NON tax rates. See: GST Tax Rates
System File
This is one of the most important files to set up when you are setting up you company for the first time.
This file contains just one record and is where you enter details about your company file set and a lot of other information about how you want UniRes to behave. It's like the Options file used by many other types of programs.
The System File is where you enter the Name and address details that appear on you reports, printouts and receipts etc. The Name of the Company you enter here is the Name of the Company that appears at the top left of the Command Centre window. A lot of other information is also entered into the System File.
Site Types File
Site Numbering File
Site Rates File
These three files are used to tell UniRes about your park structure and how you charge for sites.
The Site Types File
If you look at your park, you will see that several types of sites may all have the same charging rate for site fees and be of a similar type. Example: Powered Vans Sites, Tent Sites, Cabins, Rooms, Permanent Sites, Storage Sites, Annuals etc.
Special Site Type "Usage" setting
Alternate Rate - No Physical Sites
A site type definition can be also created for individual bookings (usually for long term residence). Create a site type code and set the "Usage" to Alternate Rate - No Physical Sites. Then, in the booking, set the Extended Booking Details for the booking choice for Alternate Rate to the special site type code for the tenant.
Example: In the Billing screen (charges screen) ...
Once the booking is linked to the Alternate Rate Code. The Rate for the code is always used for subsequent site charges.
The Site Types and Site Rates Files work together. When you charge for a site fee using the charges program, UniRes looks at the Site Type of the site and then looks at the Site Rates file using the Site Type of the booking, to determine the charges for site fees.
There are other ways to set up the charges system for site fee, but there must always be a Basic Rate set up in the Rates File for each Site Type Code.
Site Numbering File
Every site, room Cabin etc you hire out, must be identified in the Site Numbering File. The Identification is done using a two part Coding system for the Site Number and consists of a Site Type Code + a Site Number. So you see, you have to set up your site types first, before you can enter Site Numbers to hire out.
You set up you entire park site numbering using the Site Numbering program found in File Maintenance.
Other information can be recorded with the Site Number as described elsewhere.
Example: PV A001
The PV is a code you choose for the site type, in this case PV means Powered Van.
A001 is the actual Site Number or maybe the old site number before you computerized! You can use letters and numbers in the site number part. The site is called and referenced as PV A001.
When you make a new booking, you choose sites according to the Type and then choose a free Type and Number. UniRes will show you the free sites for the requested period.
Facility and Feature files
Notes Files, Events, Lists, Control, Internet, Log Files etc. also form part of the UniRes file system.
Conclusion
UniRes is Fast, Front Counter operation software.
As you can see, the basic structure is not complicated and once you have set up you basic park structure you can start Booking, Billing and Receipting. Of course, there is a lot more to the UniRes system.
The overall concept and working of UniRes is centred around minimal user interaction to produce the end result at the front counter as fast as possible..
Receipting, without having to interact with window after window. The Keyboard is all important as mouse operation increases user response times, so we have focused on speed and ease of use for the user, you.
To understand how UniRes works as a complete concept is very important to both the user and the person setting up UniRes for the first time. We won't go into the details of how to use UniRes, as this is extensively covered in this help system.
Firstly, UniRes consists of many screens or windows used for inputting data and displaying data. Only a few screens are used to produce the end results you require...
To be able to make a booking
Charge for site fees, items, extra persons etc
Produce a receipt or store a charge.
Many other File Maintenance screens are provided to set up UniRes.
To understand UniRes completely takes time, so we'll give you a quick overview of UniRes with reference to the Files used in UniRes.
The Main Data Files
Your main data files are the Booking File and Transaction File. These two files store the changing information you enter when you make a booking and charge for site fees etc.
The Account
In UniRes, when you make a booking, it becomes the "Account". The Tenant becomes the Debtor, a term used in accounting circles for persons who owe you money (even if they don't owe you anything! If their account is in credit (you owe them money), they are creditors.)
Transactions
The Transactions File stores all the transactions for all the debtors (tenants). The Booking Number, a unique number generated automatically for every booking, is used to keep the transactions belonging to a particular booking discreet from other bookings (accounts).
You can think of the Booking Number as an Account Number, but we do not use the term "Account Number" in UniRes.
All the "other" files in UniRes are used as reference files.
The Other Files
Other files are needed by UniRes and are used as a "Static" reference, so UniRes knows how to organize your data, calculate values and display information relating you your requests.
All the Other Files are rarely changed by you, the user, once UniRes has been set up.
The main "Other Files" are ...
A Company File
A Tax Setup File
A System File
A Site Types File
A Site Numbering File
A Site Rates File
The Company File
As you will have noticed, UniRes comes with two companies, a Sample Company and a Your Company company. Each company has a set of data files like the ones described previously and each company "set" of files, is completely independently of any other company.
To let UniRes know about the companies and to be able to pick a company to work with when you start UniRes, we need a Company file. So the Company File holds information about where the company "lives" on your hard disk drive.
Notes about the Company File/Sets
The name of the Company in the Company file does NOT have to be the same as the name you choose to have printed on reports, receipts etc.
Company files "sets" must be stored in their own folder. One company per folder.
Company files "sets" can be stored on any disk drive anywhere over a network or on its local computer.
The number of company files sets, is only limited by the disk storage capacity.
Only one company file set can be open at a time on a single computer.
Tax Setup File
The Tax File has one record per tax type and just holds the definitions and values of the current GST, CONS and NON tax rates. See: GST Tax Rates
System File
This is one of the most important files to set up when you are setting up you company for the first time.
This file contains just one record and is where you enter details about your company file set and a lot of other information about how you want UniRes to behave. It's like the Options file used by many other types of programs.
The System File is where you enter the Name and address details that appear on you reports, printouts and receipts etc. The Name of the Company you enter here is the Name of the Company that appears at the top left of the Command Centre window. A lot of other information is also entered into the System File.
Site Types File
Site Numbering File
Site Rates File
These three files are used to tell UniRes about your park structure and how you charge for sites.
The Site Types File
If you look at your park, you will see that several types of sites may all have the same charging rate for site fees and be of a similar type. Example: Powered Vans Sites, Tent Sites, Cabins, Rooms, Permanent Sites, Storage Sites, Annuals etc.
The Site Types and Site Rates Files work together. When you charge for a site fee using the charges program, UniRes looks at the Site Type of the site and then looks at the Site Rates file using the Site Type of the booking, to determine the charges for site fees.
There are other ways to set up the charges system for site fee, but there must always be a Basic Rate set up in the Rates File for each Site Type Code.
Site Numbering File
Every site, room Cabin etc you hire out, must be identified in the Site Numbering File. The Identification is done using a two part Coding system for the Site Number and consists of a Site Type Code + a Site Number. So you see, you have to set up your site types first, before you can enter Site Numbers to hire out.
You set up you entire park site numbering using the Site Numbering program found in File Maintenance.
Other information can be recorded with the Site Number as described elsewhere.
Example: PV A001
The PV is a code you choose for the site type, in this case PV means Powered Van.
A001 is the actual Site Number or maybe the old site number before you computerized! You can use letters and numbers in the site number part. The site is called and referenced as PV A001.
When you make a new booking, you choose sites according to the Type and then choose a free Type and Number. UniRes will show you the free sites for the requested period.
Facility and Feature files
Notes Files, Events, Lists, Control, Internet, Log Files etc. also form part of the UniRes file system.
Conclusion
UniRes is Fast, Front Counter operation software.
As you can see, the basic structure is not complicated and once you have set up you basic park structure you can start Booking, Billing and Receipting. Of course, there is a lot more to the UniRes system.
The overall concept and working of UniRes is centred around minimal user interaction to produce the end result at the front counter as fast as possible..
Receipting, without having to interact with window after window. The Keyboard is all important as mouse operation increases user response times, so we have focused on speed and ease of use for the user, you.
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